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Davenport Equity Opportunities DEOPX

Analyst rating as of
NAV / 1-Day Return
25.10  /  1.74 %
Total Assets
711.3 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Below Average
Longest Manager Tenure
10.93 years
Category
Mid-Cap Blend
Investment Style
Mid Growth
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
31%
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Morningstar’s Analysis

Will DEOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A high-quality team and portfolio.

Summary

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Davenport Equity Opportunities benefits from a strong team and flexible investment approach. The distribution of ratings among mid-blend Morningstar Category rivals and a fee decrease earn the strategy’s single no-load share class a Morningstar Analyst Rating upgrade to Silver from Bronze.

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